Current position

Howard Marks’s Smartrent Inc (SMRT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Oaktree Capital Management LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares7.51MHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Smartrent Inc in Q1 2022. The reported position was increased across later filings. Oaktree Capital Management LP currently reports 7.51M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change7.51M shares reported
Filing context

Quarter-end price $1.19 · Estimated holding basis $3.42

Q1 2023
Bought 71.4% more+3.13M shares · 7.51M shares reported after the change
Filing context

Quarter-end price $2.55 · Estimated holding basis $3.42

Q4 2022
Bought 18.6% more+686.33K shares · 4.38M shares reported after the change
Filing context

Quarter-end price $2.43 · Estimated holding basis $4.03

Q3 2022
Bought 22.8% more+686.33K shares · 3.69M shares reported after the change
Filing context

Quarter-end price $2.27 · Estimated holding basis $4.33

Q2 2022
Bought 91.4% more+1.44M shares · 3.01M shares reported after the change
Filing context

Quarter-end price $4.52 · Estimated holding basis $4.80

Q1 2022
New position+1.57M shares · 1.57M shares reported
Filing context

Quarter-end price $5.06 · Estimated holding basis $5.06

12 unchanged quarters are collapsed by default.

Portfolio importance

How important is Smartrent Inc in Oaktree Capital Management LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.2%Q2 2026
Current rank#80of 138 reported positions
Peak portfolio weight0.4%Q2 2023
Best historical rank#34Q4 2023
At peak importanceQ2 2023
SMRT
0.4%
Largest holding
17.5%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1.142026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$1.19Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$3.42Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Oaktree Capital Management LP’s Form 13F disclosures, not Howard Marks’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.